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Strategic Wealth Advisors’s Mastercard MA Stock Holding History

Strategic Wealth Advisors’s Portfolio MA Stock Details MA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14K Hold
26
– – 0.01% 161
2026
Q1 		$12K Hold
26
– – 0.01% 167
2025
Q4 		$14K Buy
+26
New +$14.5K 0.01% 161

Other funds holding MA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Strategic Wealth Advisors's MA Position: Q2 2026 in Review

Strategic Wealth Advisors held its Mastercard (MA) position steady in Q2 2026 at 26 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #161.

Strategic Wealth Advisors first reported a position in MA in Q4 2025 and has held it in 3 quarters since. 3,599 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Strategic Wealth Advisors held 26 shares of Mastercard worth $14K as of Q2 2026.
  • Strategic Wealth Advisors left its Mastercard share count unchanged in Q2 2026.
  • Mastercard made up 0.01% of Strategic Wealth Advisors's portfolio in Q2 2026, its #161 holding.
  • Strategic Wealth Advisors first reported a position in Mastercard in Q4 2025 and has held it in 3 quarters since.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Strategic Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.